WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD
Legal name: WEAVER WEALTH MANAGEMENT
CRD #115150 SEC #801-61306 DALLAS, TX 972-960-1100
SEC Registered
Total AUM
$35M
Discretionary
$3.1M
Employees
3
Clients
51
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2016 | $35M | $3.1M | $31.9M | 3 | 300 |
| Aug 2016 | $35M | $3.1M | $31.9M | 3 | 300 |
| Mar 2016 | $47.1M | $44.3M | $2.8M | 13 | 300 |
| Aug 2015 | $343.3M | $327.9M | $15.4M | 13 | 300 |
| Aug 2014 | $333.6M | $309.6M | $24.1M | 15 | 300 |
| Mar 2014 | $317M | $296.5M | $20.5M | 14 | 300 |
| Oct 2013 | $317M | $296.5M | $20.5M | 14 | 300 |
| Aug 2013 | $317M | $20.5M | $296.5M | 14 | 300 |
| May 2013 | $312.8M | $250.1M | $62.7M | 15 | 300 |
| Dec 2012 | $312.8M | $250.1M | $62.7M | 15 | 300 |
| Dec 2012 | $312.8M | $250.1M | $62.7M | 15 | 300 |
| Aug 2012 | $312.8M | $250.1M | $62.7M | 11 | 300 |
| Mar 2012 | $329.8M | $242.3M | $87.5M | 11 | 300 |
| Dec 2011 | $279.4M | $219.1M | $60.3M | 11 | 251 |
| Aug 2011 | $279.4M | $219.1M | $60.3M | -- | -- |
| Aug 2010 | $230.2M | $187.7M | $42.5M | -- | -- |
| May 2010 | $192M | $132.9M | $59.1M | -- | -- |
| May 2010 | $192M | $132.9M | $59.1M | -- | -- |
| Apr 2009 | $234.2M | $123M | $111.2M | -- | -- |
| Apr 2009 | $234.2M | $123M | $111.2M | -- | -- |
| Apr 2009 | $234.2M | $123M | $111.2M | -- | -- |
| Mar 2008 | $209.7M | $0 | $209.7M | 10 | -- |
| Aug 2007 | $209.7M | $0 | $209.7M | 10 | -- |
| May 2007 | $156.8M | $0 | $156.8M | 10 | -- |
| Aug 2004 | $71.1M | $0 | $71.1M | 10 | -- |
DateOct 2016
Total AUM$35M
Discretionary$3.1M
Non-Disc.$31.9M
Employees3
Clients300
DateAug 2016
Total AUM$35M
Discretionary$3.1M
Non-Disc.$31.9M
Employees3
Clients300
DateMar 2016
Total AUM$47.1M
Discretionary$44.3M
Non-Disc.$2.8M
Employees13
Clients300
DateAug 2015
Total AUM$343.3M
Discretionary$327.9M
Non-Disc.$15.4M
Employees13
Clients300
DateAug 2014
Total AUM$333.6M
Discretionary$309.6M
Non-Disc.$24.1M
Employees15
Clients300
DateMar 2014
Total AUM$317M
Discretionary$296.5M
Non-Disc.$20.5M
Employees14
Clients300
DateOct 2013
Total AUM$317M
Discretionary$296.5M
Non-Disc.$20.5M
Employees14
Clients300
DateAug 2013
Total AUM$317M
Discretionary$20.5M
Non-Disc.$296.5M
Employees14
Clients300
DateMay 2013
Total AUM$312.8M
Discretionary$250.1M
Non-Disc.$62.7M
Employees15
Clients300
DateDec 2012
Total AUM$312.8M
Discretionary$250.1M
Non-Disc.$62.7M
Employees15
Clients300
DateDec 2012
Total AUM$312.8M
Discretionary$250.1M
Non-Disc.$62.7M
Employees15
Clients300
DateAug 2012
Total AUM$312.8M
Discretionary$250.1M
Non-Disc.$62.7M
Employees11
Clients300
DateMar 2012
Total AUM$329.8M
Discretionary$242.3M
Non-Disc.$87.5M
Employees11
Clients300
DateDec 2011
Total AUM$279.4M
Discretionary$219.1M
Non-Disc.$60.3M
Employees11
Clients251
DateAug 2011
Total AUM$279.4M
Discretionary$219.1M
Non-Disc.$60.3M
Employees--
Clients--
DateAug 2010
Total AUM$230.2M
Discretionary$187.7M
Non-Disc.$42.5M
Employees--
Clients--
DateMay 2010
Total AUM$192M
Discretionary$132.9M
Non-Disc.$59.1M
Employees--
Clients--
DateMay 2010
Total AUM$192M
Discretionary$132.9M
Non-Disc.$59.1M
Employees--
Clients--
DateApr 2009
Total AUM$234.2M
Discretionary$123M
Non-Disc.$111.2M
Employees--
Clients--
DateApr 2009
Total AUM$234.2M
Discretionary$123M
Non-Disc.$111.2M
Employees--
Clients--
DateApr 2009
Total AUM$234.2M
Discretionary$123M
Non-Disc.$111.2M
Employees--
Clients--
DateMar 2008
Total AUM$209.7M
Discretionary$0
Non-Disc.$209.7M
Employees10
Clients--
DateAug 2007
Total AUM$209.7M
Discretionary$0
Non-Disc.$209.7M
Employees10
Clients--
DateMay 2007
Total AUM$156.8M
Discretionary$0
Non-Disc.$156.8M
Employees10
Clients--
DateAug 2004
Total AUM$71.1M
Discretionary$0
Non-Disc.$71.1M
Employees10
Clients--